Address book
- How to log in to Maximizer CRM on the Cloud
- Add a New company or a new individual
- Add a new contact
- View contacts associated with entries
- Retrieve contacts associated with address book entries
- Retrieve companies and individuals associated with contacts
- Move a contact to another company or individual
- Edit an address book entry
- Duplicate an address book entry
- Convert an individual to a contact
- Convert individuals to companies
- Convert contacts to individuals
- Delete An Address Book Entry
- About duplicate address book entries
- View user defined fields for an entry
- Email signatures in Maximizer
- Making a call
- Reschedule alarms
- How to add a company logo to your autosignature
- View an email message from an entry
- View activities scheduled for an entry
- View a list of favorite lists for an entry
- Dismiss alarms
- Complete activities from the notification panel
- Add or remove entries in a favorite list
- View a document attached to an entry
- View a case from an address book entry
- View activities scheduled for an entry
- Updating the date last contacted field
- Unrelate two address book entries